Amkor Technology, Inc.

NasdaqGS:AMKR 주식 리포트

시가총액: US$13.9b

Amkor Technology 경영진

경영진 기준 점검 3/4

Amkor Technology CEO는 Kevin Engel, Jan2026 에 임명되었습니다 의 임기는 1년 미만입니다. 총 연간 보상은 $3.57M, 15.7% 급여 및 84.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $539.97K 가치에 해당하는 회사 주식의 0.004% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.3 년과 8.5 년입니다.

핵심 정보

Kevin Engel

최고경영자

US$3.6m

총 보수

CEO 급여 비율15.68%
CEO 재임 기간less than a year
CEO 지분 보유율0.004%
경영진 평균 재임 기간2.3yrs
이사회 평균 재임 기간8.5yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha 13h

Amkor Technology's Valuation Lags Its Growth

Summary Amkor Technology is rated Strong Buy, with record Q2 2026 performance and robust multi-year growth drivers from AI and advanced packaging. Q2 revenue surged 26% YoY to $1.90B, gross margin improved to 16.8%, and utilization rates reached the high 70s, with several lines at full capacity. Long-term contracts with TSMC and NVIDIA enhance planning visibility, support advanced packaging growth, and underpin confidence in future capacity loading. Valuation remains below sector medians despite improved margins and visibility; key risks include execution on new facilities, utilization rates, and margin dilution. Read the full article on Seeking Alpha
내러티브 업데이트 Jul 23

AMKR: Arizona AI Packaging Expansion Will Shape Future Earnings Power

Amkor Technology's analyst fair value estimate has been adjusted from $90 to $92. Analysts attribute this change to updated assumptions for revenue growth, profit margins, and future P/E.
분석 기사 Jun 20

Amkor Technology (AMKR) Stock Could Be 26% Below Fair Value After Its Sharp Run

Amkor Technology (AMKR) has attracted fresh attention after recent share price moves, with the stock last closing at $90.46. Investors are weighing this activity in relation to its current earnings profile and valuation signals. See our latest analysis for Amkor Technology. Amkor Technology’s recent 1 month share price return of 37.27% and 3 month move of 97.47% point to strong momentum, while the 1 year total shareholder return above 300% reflects how sharply sentiment has shifted around the...
내러티브 업데이트 Jun 16

AMKR: Arizona Capacity Buildout And Higher P/E Outlook Could Support Shares

Amkor Technology's latest analyst price target update, supported by multiple firms lifting their views by $5 to $25, reflects changing assumptions on discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Recent research on Amkor Technology highlights a cluster of bullish price target revisions, with several firms lifting their views by between $5 and $25.
내러티브 업데이트 Jun 02

AMKR: Arizona Expansion And Higher P E Multiple Will Support Upside Potential

Analysts have raised the implied fair value estimate for Amkor Technology to $90.00 from $65.00, citing recent price target increases and updated views on revenue growth, margins, and future P/E assumptions. Analyst Commentary Recent Street research on Amkor Technology reflects a clearly bullish tone, with several firms lifting their price targets and one research house upgrading the stock.
내러티브 업데이트 May 08

AMKR: Higher P/E Assumptions Will Eventually Clash With Execution And Demand Risks

Amkor Technology's analyst price target has shifted from $43 to $60, reflecting updated views from multiple firms that collectively point to a higher assumed P/E multiple and modestly different expectations for growth, profitability and risk. Analyst Commentary Recent Street research on Amkor Technology points to a higher consolidated price target, but the tone is not universally bullish.
내러티브 업데이트 Apr 24

AMKR: Arizona Build And Higher P E Assumptions Will Limit Longer Term Upside

Analysts have raised their price targets on Amkor Technology by as much as $17 to reflect updated assumptions around growth, profitability and P/E valuations. Recent research points to stronger revenue momentum, slightly higher margins and a modestly lower future P/E multiple in their models.
내러티브 업데이트 Apr 08

AMKR: Arizona Project Free Cash Flow Drag Will Eventually Outweigh Packaging Upside

Analysts have raised their average price targets on Amkor Technology by double digit dollar amounts, pointing to expectations for steadier revenue growth, slightly firmer profit margins, and a modestly lower future P/E assumption as key drivers of their updated views. Analyst Commentary Recent Street research around Amkor Technology highlights a mix of optimism on long term growth areas and packaging technology, alongside more cautious voices pointing to execution and valuation risks.
내러티브 업데이트 Mar 25

AMKR: Arizona Project Cash Burn Will Eventually Strain Free Cash Flow

Amkor Technology's analyst fair value estimate has shifted from $28 to $43, with analysts pointing to higher price targets driven by expectations around utilization recovery, margin impact from cost reductions, and revenue opportunities tied to advanced packaging and the Arizona expansion project. Analyst Commentary Recent research highlights a mix of optimism around Amkor Technology's advanced packaging opportunity and the Arizona build out, alongside a more cautious tone on valuation, cash flow and end market sensitivity.
내러티브 업데이트 Mar 10

AMKR: Arizona Build And Advanced Packaging Will Shape Longer Term Upside

Amkor Technology's analyst price target has moved higher, with several firms raising their targets by amounts ranging from $5 to $19. Analysts pointed to improving utilization, margin benefits from cost actions, growing 2.5D and Chip-on-Wafer-on-Substrate exposure, and longer term Arizona investment plans.
내러티브 업데이트 Feb 24

AMKR: Arizona Capacity Build And 2.5D Packaging Will Drive Future Upside

The analyst price target for Amkor Technology has moved from $62 to $65. Analysts point to expectations for higher revenue growth, a slightly lower discount rate, and a similar forward P/E multiple.
분석 기사 Feb 12

Amkor Technology, Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Shareholders will be ecstatic, with their stake up 27% over the past week following Amkor Technology, Inc. 's...
내러티브 업데이트 Feb 09

AMKR: Arizona Cash Burn Will Drive Future Overvaluation Risk

Narrative Update: Amkor Technology The analyst price target for Amkor Technology has increased to $55. This reflects analysts' focus on utilization recovery, margin impact from cost efficiencies, and long term growth tied to 2.5D packaging and the large Arizona build out.
내러티브 업데이트 Jan 26

AMKR: Arizona AI Packaging Buildout Will Drive Future Margin And Utilization Upside

Narrative Update on Amkor Technology Analysts have lifted their fair value estimate for Amkor Technology to US$62.00 from US$56.24, citing higher Street price targets, a richer assumed future P/E multiple, and updated views on growth, margins, and project spending. Analyst Commentary Recent Street research on Amkor Technology reflects a mix of optimism on long term growth drivers and caution around valuation and capital intensity.
분석 기사 Jan 22

Amkor Technology, Inc. (NASDAQ:AMKR) Stocks Shoot Up 31% But Its P/E Still Looks Reasonable

Amkor Technology, Inc. ( NASDAQ:AMKR ) shares have continued their recent momentum with a 31% gain in the last month...
내러티브 업데이트 Jan 12

AMKR: Overvaluation Risk Will Hinge On 2.5D Utilization Execution

We are lifting our Amkor Technology fair value estimate to $28 from $20, as analysts highlight higher targets in the mid to high $30s based on expectations for utilization recovery, cost-efficiency benefits for margins, and revenue opportunities related to 2.5D and Chip-on-Wafer-on-Substrate extending into 2026. Analyst Commentary Recent Street research on Amkor Technology has centered on how quickly utilization can recover, how durable margin improvements might be, and how meaningful 2.5D and Chip-on-Wafer-on-Substrate related demand could be for revenue into 2026.
내러티브 업데이트 Dec 26

AMKR: Arizona AI Packaging Expansion Will Drive Multi Year Upside Potential

Analysts have raised their price target on Amkor Technology to $37 from $32, citing slightly better than guided revenue and EPS alongside broad-based strength in Computing and Automotive that they expect to support modestly higher growth, margins, and valuation multiples into 2026. Analyst Commentary Bullish analysts highlight the recent price target increase to $37 as a reflection of improving fundamentals and greater confidence in Amkor Technology's multi-year growth trajectory.
내러티브 업데이트 Dec 12

AMKR: Arizona Expansion And AI Packaging Partnership Will Drive Multi-Year Upside Potential

Analysts have raised their fair value estimate for Amkor Technology from approximately $30 to about $56.24 per share, citing stronger than expected revenue and EPS performance across segments and improving trends in Computing and Automotive that are projected to extend into 2026. Analyst Commentary Bullish analysts have highlighted Amkor Technology's recent performance as a key driver behind higher valuation expectations, pointing to both fundamental execution and improving end-market demand as reasons for optimism.
분석 기사 Nov 04

Earnings Tell The Story For Amkor Technology, Inc. (NASDAQ:AMKR) As Its Stock Soars 29%

Despite an already strong run, Amkor Technology, Inc. ( NASDAQ:AMKR ) shares have been powering on, with a gain of 29...
내러티브 업데이트 Oct 09

Advanced Packaging And AI Adoption Will Forge A Thriving Future

Amkor Technology’s analyst price target has been raised from $24.88 to $25.38. Analysts cite recent strong earnings results and improving revenue outlooks, despite ongoing margin pressures.
내러티브 업데이트 Sep 11

Advanced Packaging And AI Adoption Will Forge A Thriving Future

Analysts have modestly raised Amkor Technology’s price target to $24.88, reflecting stronger revenue growth expectations and robust performance in the communications segment, partially offset by ongoing margin pressures. Analyst Commentary Bullish analysts cited Amkor's strong revenue growth and beat-and-raise quarter, indicating positive momentum in core operations.

CEO 보수 분석

Kevin Engel의 보수는 Amkor Technology의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Jun 30 2026n/an/a

US$555m

Mar 31 2026n/an/a

US$436m

Dec 31 2025US$4mUS$560k

US$374m

Sep 30 2025n/an/a

US$308m

Jun 30 2025n/an/a

US$304m

Mar 31 2025n/an/a

US$316m

Dec 31 2024US$2mUS$500k

US$354m

Sep 30 2024n/an/a

US$366m

Jun 30 2024n/an/a

US$376m

Mar 31 2024n/an/a

US$373m

Dec 31 2023US$2mUS$450k

US$360m

보상 대 시장: Kevin의 총 보수(USD3.57M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.47M)보다 낮습니다.

보상과 수익: Kevin의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Kevin Engel (53 yo)

less than a year
재임 기간
US$3,570,416
보수

Mr. Kevin K. Engel serves as Chief Executive Officer and President of Amkor Technology, Inc. since January 01, 2026 and its Director since January 2026. Mr. Engel served as Executive Vice President of Busi...


리더십 팀

이름직위재임 기간보수지분
Susan Kim
Chairman11.5yrsUS$430.00k7.6%
$ 1.1b
Kevin Engel
CEO, President & Directorless than a yearUS$3.57m0.0039%
$ 540.0k
Megan Faust
Executive VP9.9yrsUS$4.68m0.055%
$ 7.6m
Mark Rogers
Executive VP7.2yrsUS$2.29m0.016%
$ 2.2m
Farshad Haghighi
Executive VP & Chief Sales Officer4.8yrsUS$2.60m0.0034%
$ 466.4k
John Liu
Executive Vice Presidentless than a yearUS$293.50k0.0012%
$ 166.6k
Cherie Buntyn
Senior VP & Chief Accounting Officerless than a year데이터 없음데이터 없음
Jennifer Jue
Vice President of Investor Relations & Financeno data데이터 없음데이터 없음
JinAn Lee
Executive Vice President of Worldwide Manufacturing2.7yrs데이터 없음데이터 없음
2.3yrs
평균 재임 기간
58yo
평균 나이

경험이 풍부한 관리: AMKR의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.3 년).


이사회 구성원

이름직위재임 기간보수지분
Susan Kim
Chairman11.5yrsUS$430.00k7.6%
$ 1.1b
Kevin Engel
CEO, President & Directorless than a yearUS$3.57m0.0039%
$ 540.0k
Winston Churchill
Lead Independent Director28.1yrsUS$330.00k0.012%
$ 1.6m
Douglas Alexander
Independent Director8.5yrsUS$296.25k0.012%
$ 1.6m
Roger Carolin
Independent Director20.5yrsUS$320.75k0.038%
$ 5.3m
James Kim
Chairman Emeritus1.8yrsUS$2.92m18.27%
$ 2.5b
Robert Randolph Morse
Independent Director13.5yrsUS$314.75k0.054%
$ 7.5m
David Watson
Independent Director12yrsUS$297.50k0.053%
$ 7.3m
Guillaume Marie Rutten
Non-Employee Director6.2yrsUS$12.10m0.14%
$ 20.1m
Gil Tily
Lead Independent Director7.3yrsUS$340.00k0.048%
$ 6.6m
Mary McCourt
Independent Director8.5yrsUS$308.25k0.026%
$ 3.7m
Daniel J. Liao
Independent Director7.3yrsUS$283.75k0.016%
$ 2.3m
8.5yrs
평균 재임 기간
69.5yo
평균 나이

경험이 풍부한 이사회: AMKR의 이사회경험이 있음으로 간주됩니다(평균 재임 8.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/08/05 18:57
종가2026/08/05 00:00
수익2026/06/30
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

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산업 및 섹터 지표

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분석가 소스

Amkor Technology, Inc.는 14명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Steven LiuAletheia Analyst Network Limited
Christopher MuseBarclays
Craig EllisB. Riley Securities, Inc.